So far, so good is all I can say at this point. My quarterly increments are working out quite well, even though I’m a bit behind on the savings portion of this quarter’s plan. My goals this quarter included:

  • Paying off tax debt of over $1,950DONE!
  • Increasing my mutual fund deposit by $250 – Rerouted – instead this amount is being applied towards another investment vehicle – a stock.
  • Deposit extra income into mutual fund – Rerouted – any extra income is going towards the stock where we’re earning a much heftier percentage than the mutual fund.
  • Continue the additional $200 a month savings contribution – FAIL. I’ve fallen two months behind on this particular goal, but I think part of this is because I’m pushing all extra monies into the stock.

This past summer I also started a side venture that’s making me a little extra income every month. I’m selling products on Teachers Pay Teachers. It wasn’t originally part of my quarterly goals, but now I’ll be adding it to the final quarter’s goals (which still gives me until the end of this month to come up with a realistic earned monthly amount). That additional income is being deposited towards a stock that we’ve invested in this quarter (another one that wasn’t on the list!) But that’s the nice thing about quarterly goals, I can swap them around if I need to without feeling guilty. Circumstances change and instead of rigidly sticking to “annual” goals that I could never meet, I instead have the flexibility to make changes.

Revised 3rd Quarter Goal
Revised 3rd Quarter Goal

Next quarter is just around the corner, and though many of these things will remain the same (especially invest and save), a few new ones will be added.

How are your goals coming along?


  1. Money Beagle Reply

    Things are well, my net worth goals were already met for the year but I was behind on retirement, so I’ve been focusing a little more on that to try to get everything in line where I had hoped before the end of the year.

    Good luck the rest of the way!

  2. Aileen Barker Reply

    You’re making me look bad over here! Good job on your goals so far. I haven’t made any, we’re kind of in limbo right now trying to figure out what our income situation will be in the next month or two.

    And ugh, tax debt. I FINALLY did my taxes (filed an extension) and had to sign up for a payment plan which is so frustrating. But that’s how it goes right? Hoping we can pay it off ASAP so that next time taxes come around we are all caught up.

    • @Aileen Barker – We paid our tax debt through a payment plan as well until I was able to get the bill down to where I could pay it off in a lump sum. It was a great feeling paying that bad-boy off!

  3. @Green Girl Success – There’s lots of great activities and lessons on that site for reasonable prices. Definitely check it out!

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